13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0000702007
申報總市值
US$2.7億
US$2.7億
898 檔
11.7%
Q4 2024 季度申報顯示，Caldwell Sutter Capital, Inc. 揭露的美股組合總市值為 US$2.7億，涵蓋 898 個不同之權益投資部位。
在 Q4 2024，Caldwell Sutter Capital, Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 26 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Caldwell Sutter Capital, Inc. 的前 5 大持股（包含 AAPL, MSA, V）貢獻了組合市值的 11.7%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 898 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 5.85% | +0.28% | +4.04% | |
| 2 | MSA | Msa Safety Inc | 股票-工業 | 2.62% | -0.05% | -1.16% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 2.15% | +0.07% | +8.13% | |
| 4 | KNTK | Kinetik Holdings Inc | 股票-其他 | 1.95% | -0.18% | -14.69% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.84% | -0.06% | -2.94% | |
| 6 | DGICA | Donegal Group Inc-cl A | 股票-其他 | 1.70% | +0.13% | -0.11% | |
| 7 | PPIH | Perma-pipe International Hol | 股票-其他 | 1.58% | -0.46% | -0.18% | |
| 8 | CAT | Caterpillar Inc | 股票-工業 | 1.56% | +0.85% | -1.16% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.38% | -0.36% | +5.19% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.37% | -0.18% | -7.40% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.37% | +0.07% | -0.20% | |
| 12 | INBK | First Internet Bancorp | 股票-其他 | 1.21% | +0.14% | -0.76% | |
| 13 | FSUN | Firstsun Capital Bancorp | 股票-其他 | 1.19% | +0.03% | — | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.18% | +0.04% | -1.07% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | -0.20% | +7.58% | |
| 16 | NEN | New England Realty Assoc-lp | 股票-其他 | 1.13% | -0.07% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | +0.14% | +5.76% | |
| 18 | BCML | Baycom CORP | 股票-其他 | 1.05% | +0.02% | -0.24% | |
| 19 | AXP | American Express Co | 股票-金融 | 1.02% | -0.17% | — | |
| 20 | BANR | Banner Corporation | 股票-其他 | 0.98% | -0.05% | -4.24% | |
| 21 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.97% | -0.08% | -0.63% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 0.94% | +0.07% | +4.75% | |
| 23 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 0.94% | -0.38% | -4.91% | |
| 24 | PKBK | Parke Bancorp Inc | 股票-其他 | 0.91% | +0.09% | — | |
| 25 | SSBI | Summit State Bank | 股票-其他 | 0.88% | -0.10% | +8.40% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.87% | -0.04% | -1.24% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | +0.03% | — | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.30% | +8.27% | |
| 29 | NAII | Natural Alternatives Intl | 股票-其他 | 0.83% | -0.08% | -0.48% | |
| 30 | PFE | Pfizer Inc | 股票-醫療保健 | 0.81% | -0.24% | -11.47% | |
| 31 | UMH | Umh Properties Inc | 股票-其他 | 0.81% | -0.02% | — | |
| 32 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.80% | +0.17% | — | |
| 33 | MCI | Barings Corporate Investors | 股票-其他 | 0.80% | -0.03% | — | |
| 34 | SENEA | Seneca Foods CORP - Cl A | 股票-其他 | 0.79% | +0.06% | — | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | -0.96% | EXIT | |
| 36 | AXR | Amrep CORP | 股票-其他 | 0.76% | -0.10% | -0.57% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.71% | -0.13% | -1.17% | |
| 38 | WLY | Wiley (john) & Sons-class A | 股票-其他 | 0.69% | +0.09% | — | |
| 39 | CWBC | Community West Bancshares | 股票-其他 | 0.67% | +0.10% | — | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.66% | +0.04% | +0.06% | |
| 41 | BSM | Black Stone Minerals LP | 股票-其他 | 0.63% | -0.05% | +0.65% | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.60% | — | -7.29% | |
| 43 | ELSE | Electro-sensors Inc | 股票-其他 | 0.59% | +0.16% | +3.11% | |
| 44 | GOLD | Gold.com Inc | 股票-其他 | 0.58% | -0.03% | -1.30% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | +0.02% | -1.74% | |
| 46 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.55% | -0.02% | +4.08% | |
| 47 | CSW | Csw Industrials Inc | 股票-工業 | 0.54% | -0.01% | -5.69% | |
| 48 | ARL | American Realty Investors In | 股票-其他 | 0.53% | +0.14% | -1.27% | |
| 49 | HON | Honeywell International Inc | 股票-工業 | 0.53% | -0.46% | EXIT | |
| 50 | WM | Waste Management Inc | 股票-工業 | 0.53% | -0.04% | +57.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | +4.04% | 加碼 |
| 2 | V | Visa Inc-class A Shares | +0.4% | +8.13% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.2% | +7.58% | 加碼 |
| 4 | PPIH | Perma-pipe International Hol | +0.2% | -0.18% | 減碼 |
| 5 | WM | Waste Management Inc | +0.2% | +57.81% | 加碼 |
| 6 | SENEA | Seneca Foods CORP - Cl A | +0.2% | — | 不變 |
| 7 | ELSE | Electro-sensors Inc | +0.2% | +3.11% | 加碼 |
| 8 | CSCO | Cisco Systems Inc | +0.1% | +8.27% | 加碼 |
| 9 | KYN | Kayne Anderson Energy Infra | +0.1% | -0.63% | 減碼 |
| 10 | KNTK | Kinetik Holdings Inc | +0.1% | -14.69% | 減碼 |
| 11 | BCML | Baycom CORP | +0.1% | -0.24% | 減碼 |
| 12 | HP5A | Equity Commonwealth | +0.1% | +3121.22% | 加碼 |
| 13 | WMT | Walmart Inc | +0.1% | +18.73% | 加碼 |
| 14 | AXP | American Express Co | +0.1% | — | 不變 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +12.17% | 加碼 |
| 16 | BRBS | Blue Ridge Bankshares Inc | +0.1% | NEW | 新建倉 |
| 17 | DGICA | Donegal Group Inc-cl A | +0.1% | -0.11% | 減碼 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +7.45% | 加碼 |
| 19 | WELL | Welltower Inc | +0.1% | +47.52% | 加碼 |
| 20 | BANR | Banner Corporation | +0.1% | -4.24% | 減碼 |
| 21 | WRB | Wr Berkley CORP | +0.1% | +180.85% | 加碼 |
| 22 | AVGO | Broadcom Inc | +0.1% | +1.62% | 加碼 |
| 23 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +24.34% | 加碼 |
| 24 | DHR | Danaher CORP | -0.1% | — | 不變 |
| 25 | UNH | Unitedhealth Group Inc | -0.1% | -9.00% | 減碼 |
| 26 | CSW | Csw Industrials Inc | -0.1% | -5.69% | 減碼 |
| 27 | FSUN | Firstsun Capital Bancorp | -0.1% | — | 不變 |
| 28 | BCE | Bce Inc | -0.1% | -8.38% | 減碼 |
| 29 | CCI | Crown Castle Inc | -0.1% | -8.67% | 減碼 |
| 30 | WLY | Wiley (john) & Sons-class A | -0.1% | — | 不變 |
| 31 | LMT | Lockheed Martin CORP | -0.1% | +1.79% | 加碼 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | +0.39% | 加碼 |
| 33 | DOW | Dow Inc | -0.1% | -3.10% | 減碼 |
| 34 | COST | Costco Wholesale CORP | -0.1% | -7.40% | 減碼 |
| 35 | CP | Canadian Pacific Kansas City | -0.1% | — | 不變 |
| 36 | CSWC | Capital Southwest CORP | -0.1% | -1.85% | 減碼 |
| 37 | HD | Home Depot Inc | -0.1% | -7.29% | 減碼 |
| 38 | ✓ | -0.1% | EXIT | 清倉 | |
| 39 | MSFT | Microsoft CORP | -0.1% | -2.94% | 減碼 |
| 40 | PEP | Pepsico Inc | -0.1% | -1.17% | 減碼 |
| 41 | ARL | American Realty Investors In | -0.1% | -1.27% | 減碼 |
| 42 | MCHB | Mechanics Bancorp-a | -0.1% | -2.52% | 減碼 |
| 43 | DVN | Devon Energy CORP | -0.1% | -81.30% | 減碼 |
| 44 | CAT | Caterpillar Inc | -0.2% | -1.16% | 減碼 |
| 45 | ORCL | Oracle CORP | -0.2% | -73.87% | 減碼 |
| 46 | MOD | Modine Manufacturing Co | -0.2% | -4.91% | 減碼 |
| 47 | PFE | Pfizer Inc | -0.2% | -11.47% | 減碼 |
| 48 | MSA | Msa Safety Inc | -0.2% | -1.16% | 減碼 |
| 49 | NAII | Natural Alternatives Intl | -0.3% | -0.48% | 減碼 |
| 50 | GOLD | Gold.com Inc | -0.4% | -1.30% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Caldwell Sutter Capital, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$2.7億，共申報了 898 個公開持股部位。
在 Q4 2024 季度，Caldwell Sutter Capital, Inc. 按市值排列的前三大核心持股分別為：AAPL (5.8%)、MSA (2.6%)、V (2.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.8% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
BRBS
市值: US$17.3萬
本季最大獲利了結 / 清倉標的
前期市值: US$19.9萬
在 Q4 2024 季度中，Caldwell Sutter Capital, Inc. 共進行了 44 項持倉異動，包含新建倉 1 個部位、加碼 16 個部位、減碼 26 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BRBS。 本季清倉部位包含 。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。